Company Information

Get to know Triad Advisors

Founded in 1998, Triad Advisors, LLC operates as an independent advisory and brokerage firm dedicated to providing a platform for financial advisors to build their businesses. The firm offers a comprehensive range of services, including brokerage, advisory, and insurance solutions, with a focus on hybrid advisors (those who combine commission-based and fee-based business). In 2023, its parent company, Advisor Group, rebranded to Osaic, and Triad Advisors now operates as a distinct firm within the Osaic network, continuing its mission to support the independence and growth of its affiliated advisors.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Triad Advisors

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.